Portfolio Advisor

Northern Trust
Phoenix
Workplace: OnsiteFull timeFunction: Consulting & AdvisorySkills: []

As a Sr. Portfolio Advisor in Phoenix, you will manage client portfolios, develop investment strategies, and build trusted relationships with high-net-worth clients. You will analyze market trends, collaborate with advisory teams, and tailor financial plans to meet risk and return objectives. The role involves guidance on asset allocation, retirement planning, and contributing to financial planning insights within a leading financial services firm.

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FursaFursa
Northern Trust
Northern Trust
4 months ago

Portfolio Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

As a Sr. Portfolio Advisor in Phoenix, you will manage client portfolios, develop investment strategies, and build trusted relationships with high-net-worth clients. You will analyze market trends, collaborate with advisory teams, and tailor financial plans to meet risk and return objectives. The role involves guidance on asset allocation, retirement planning, and contributing to financial planning insights within a leading financial services firm.
Location: Phoenix
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Sr. Manager level

Key Requirements

Experience:FinanceInvestmentWealth management

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn